PROpulsion LIVE

Send us Fan Mail  Marketing doesn't have to feel complicated. What if marketing your financial planning business was simply about having better conversations? In this episode of PROpulsion LIVE, we welcome **Samkelo Mkhize**, Digital Marketing Manager at the Financial Planning Institute of Southern Africa (FPI), to explore **Marketing, Money & Messaging**, and how financial planners can m...

Send us Fan Mail Financial advisers spend their days helping clients manage uncertainty, make difficult decisions and feel more confident about their financial futures. But who is looking after the adviser? In this episode of PROpulsion LIVE, we welcome **Zeyn Ally, Chief Operations Officer at Fairbairn Consult**, for an open conversation about the emotional pressure financial advisers face and th...

Send us Fan Mail Can your financial advisory business keep growing without you having to work longer hours or personally serve every new client? Many financial advisers build successful practices through their own hard work, relationships and expertise. But as the business grows, the very things that made them successful can start limiting their ability to grow further. In this episode of PROpulsi...

Send us Fan Mail When the technology behind a financial platform changes, advisers can feel the impact long before the project is finished. In this episode of PROpulsion LIVE, Georgina Smith joins us to unpack the recent migration of assets from the legacy STANLIB LISP platform to INN8, an 18-month project involving multiple channels, advisers, clients, products and internal teams. We explore what...

Send us Fan Mail What does it take for financial advice to be experienced as a profession, rather than a product-driven sales process? In this episode of PROpulsion LIVE, I speak with Jeff Paul about what needs to change if financial advisers want to build client-centred, professional and intergenerational advice practices. Jeff has spent almost three decades in financial advice, leadership and ad...

Send us Fan Mail Is your technology making your business simpler, or are you changing the way your business works just to fit your technology? In this episode of PROpulsion LIVE, I speak with Pieter Teessen of Teessen Consulting about how financial services businesses can use technology to reduce operational friction, connect information and give their people more time to focus on clients. We expl...

Send us Fan Mail  What changes when financial planning starts with the person, rather than the product? In this episode of PROpulsion LIVE, Francois du Toit speaks with Russell Ho, CFP®, one of the 2026 FPI Financial Planner of the Year finalists, about the human-first approach he has built into his financial planning practice. Russell works through what he calls his Three Hats. First, he approach...

Send us Fan Mail Financial planning is changing, but what should financial planners be doing now to prepare for 2030? In this episode of PROpulsion LIVE, Francois du Toit speaks with Lelane Bezuidenhout, CEO of the Financial Planning Institute of Southern Africa, about the trends shaping financial planning in South Africa and around the world. They explore what these changes could mean for financi...

Send us Fan Mail What does it take to build a financial planning practice around better client decisions, not just better financial outcomes? In this episode of PROpulsion LIVE, I speak with Gareth Collier, CFP®, founder of Firecrest Group and one of the finalists in the FPI Financial Planner of the Year competition. We explore how Gareth approaches financial planning, how he works with clients, a...

Send us Fan Mail South Africa’s life and disability protection gap has reached R50.4 trillion, despite years of financial education, stronger regulation and a more professional advice industry. So what are we missing? In this episode of PROpulsion LIVE, Prof. Prince Sarpong joins us to explore why he believes the problem is not mainly financial literacy, but legibility. In simple terms, people may...

Send us Fan Mail What will it take to build a stronger financial planning profession for the future? In this episode of PROpulsion LIVE, Francois du Toit speaks with Brendan Dunn, CFP® Professional and CA(SA), Executive Head Johannesburg at Hewett Wealth and a finalist in the 2026 FPI Financial Planner of the Year Awards. Brendan was also a finalist in 2025, giving him a valuable perspective on pr...

Send us Fan Mail A self-managing team sounds ideal. People take initiative, solve problems and keep the business moving without everything landing back on the owner’s desk. But what happens when “self-managing” starts to mean that people are simply expected to figure things out? In this episode of PROpulsion LIVE, Francois du Toit speaks with Lizanne Van Eeden, Founder of Karenu Consulting, about...

Send us Fan Mail Financial advice businesses have more technology choices than ever before. New platforms, AI tools and software promises appear constantly, which makes it harder to know what is worth paying attention to and what is simply noise. So how can financial advice businesses make better technology decisions without getting distracted by hype or putting client information at risk? In this...

Send us Fan Mail Investment industry conflicts are not always easy to see, but they can influence product selection, portfolio construction, fees, and client outcomes. In this episode of PROpulsion LIVE, Michael Badenhorst joins us to explore independence across the investment management industry. We discuss the conflicts that can arise between platforms, investment managers, discretionary fund ma...

Send us Fan Mail Burnout is often treated as a personal failure to manage time, cope better, or become more resilient. But what if the real problem is the way the work itself is structured? In this episode of PROpulsion LIVE, Francois du Toit speaks with Herman Veitch about how financial advisers can reduce burnout and operational drag by managing their capacity more deliberately. Herman introduce...

Send us Fan Mail Financial planners often use age and generation to understand how clients might think, behave, and make decisions. But what happens when those assumptions no longer hold true? In this episode of PROpulsion LIVE, Francois du Toit speaks with Farzana Botha about the behavioural shifts revealed in the 45th Sanlam Benchmark Survey. The research shows that financial pressure is changin...

Send us Fan Mail Most financial advisers know AI matters. Far fewer know where to start. The biggest mistake is starting with technology before the practice has clear values, clear processes, and a clear view of what should remain human. In this episode of PROpulsion LIVE, Francois du Toit speaks with Henri le Grange, CFP®, principal of Le Grange & Associates, about how financial planning prac...

Send us Fan Mail Is your financial planning practice being held together by helpful people instead of healthy processes? In this episode of PROpulsion LIVE, I speak with Lizanne van Eeden, Founder of Karenu Consulting, about the danger of being too helpful inside advice businesses. Helpful teams are often seen as a strength, and in many ways, they are. They care. They step in. They fix problems. T...

Send us Fan Mail What happens to your clients, your team, and your business when it is time for you to step back? Succession planning in financial advice is often spoken about as a sale, a valuation, or the transfer of a client book. But the real challenge runs much deeper. It involves trust, relationships, staff, systems, identity, purpose, and the emotional weight of letting go of something you...

Send us Fan Mail What is AI teaching us about human behaviour, trust and the way clients experience our advice businesses? In this episode of PROpulsion LIVE, Francois du Toit speaks to Wanita Nicol, a freelance writer, editor and storyteller who spends an unusual amount of time talking to AI. This is not another conversation about using AI to save time or produce more content. Instead, we explore...

Send us Fan Mail Most advice businesses use more software than ever, yet many still struggle with messy data, poor adoption, manual work, disconnected systems and tools that do not get used properly. In this episode of PROpulsion LIVE, Francois du Toit speaks with Johan Vosloo, CEO of Commspace and Headspace Technologies, and Arnold Hattingh, CEO and Co-founder of Clidash. Johan brings the view of...

Send us Fan Mail What happens when an adviser is under pressure, tired, defensive, or emotionally charged? In this episode of PROpulsion LIVE, Francois du Toit speaks with counsellor Chris Fischer about self-awareness, emotional responsibility, human behaviour, and the way we show up in business, leadership, client meetings, and life. For financial advisers and business owners, technical skill mat...

Send us Fan Mail What if the most important leadership role of your life is the one you were never trained for? In this episode of PROpulsion LIVE, I sit down with Derek Notman and H. Adam Holt from REBL Dads for a conversation about fatherhood, ambition, leadership, loneliness, and what it takes to show up better at home. This is not a formal interview. Derek, Adam, and I know each other well, an...

Send us Fan Mail AI is changing the risk landscape for financial advisors, their clients, and their businesses. Scams are becoming more believable, impersonation is becoming easier, and client trust can be damaged in ways many advice firms may not be ready for. In this episode of PROpulsion LIVE, I speak with Nevashan Pillay about AI, cybersecurity, client trust, and the future of financial advice...

Send us Fan Mail Most financial planners know that client meetings matter. The harder part is running meetings that feel clear, useful, human, and focused on the client. In this episode of PROpulsion LIVE, Francois du Toit shares six client meeting skills that can help financial planners turn good advice into better conversations and better action. This episode is practical: what can advisers do d...